WAN Lin, President of Cainiao Network

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September 23-24, 2019 Hangzhou, China

CAINIAO NETWORK - Smart Logistics Network

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Global Logistics NetworkDigitized Logistics

Cainiao’s Business Overview

Infrastructure

Smart Supply Chain

Fulfillment Network

Delivery Network

Global Parcel Network

Global Supply Chain

Digitized Parcel Network

Cainiao Guoguo

Cainiao Post

Logistics TechnologyLogistics Parks

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Digitized Logistics

Cainiao Guoguo

Digitized Parcel Network

Cainiao Post

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Digitizing the Parcel Network

Merchants Stations Sorting Hubs Sorting Hubs Stations ConsumersCommunity

Cainiao's Products and Services

E-shipping Label Dynamic Forecasting Smart Routing App for Delivery Personnel Smart Voice Assistant

Cainiao Index — Industry Standard Service Rating System

First Mile Branch Transport Last MileBranch TransportLine Haul Last 100 Meters

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38%Penetration in

Reverse Logistics(3)

Cainiao Guoguo - Crowdsourced Parcel Delivery Platform

One-click ordering

Front-door 1-hour pickup

Hassle-free returns

More…

Differentiated services for individuals & small businesses Innovative operations by digitizing

the shipping process

Crowdsourcing model

App for delivery personnel

Leveraging existing delivery capacity

100%+Package Volume

YoY Growth(2)

100Mn+Annual Users(1)

App for consumers

Notes: 1. The total number of users that used Cainiao Guoguo’s services from September 2018 to August 2019. 2. June 2019 versus June 2018. 3. The percentage of returned packages generated on Alibaba China Retail Marketplaces that used Cainiao Guoguo’s services.

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Cainiao Post – Largest Pick-Up Drop-Off Network

Daily Packages(2)

100%+ YoY Growth

Stations(1)

40K+

Community-based Service CentersBetter Last 100-Meter Solutions

Laundry Group Buying Sample Distribution

60%+ Packages from

Alibaba China Retail Marketplaces(3)

Better Experience

Lower Cost

Privacy & Security

Notes: 1. As of August 31,2019. 2. The daily package volume of June 2019, and the YoY growth. 3. In June 2019.

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Smart Supply Chain

Delivery Network

Fulfillment Network

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Fulfillment Network

B2C Fulfillment B2b Fulfillment

Category-specific supply chain solutions and services to merchants on Alibaba China Retail Marketplaces

YoY Order Growth(1) Average Cost per Package Reduced(2)

37% 9%

Tailor-made supply chain solutions and services for Lingshoutong (LST) Retail Sourcing Platform for millions of mom-and-pop shops

YoY Order Growth(1)

94%Mom-and-pop Shops Served(3)

1Mn+

Notes: 1. Fiscal year 2019 versus fiscal year 2018. 2. The Cainiao fulfillment cost reduced in July 2019 versus July 2018. 3. As of August 31 2019.

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Differentiated Delivery Network

Regional and Localized Delivery

Fresh Groceries

Medium-sized parcels

On-time Delivery

Door Step Delivery

Complaint Rate(1) ↓ 50%+Delivery Efficiency(2) 24%Sorting Efficiency(2) 27%

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Types of Delivery Cainiao Guarantees

Notes: 1. The performance after being consolidated and optimized by Cainiao in April 2019 compared to the performance in April 2018. 2. The efficiency as measured by number of packages delivered/sorted per person per day.

More… More…

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Global Logistics Network

Global Supply Chain

Global Parcel Network

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More…Network Developments

Global Parcel Network

Daily customs clearance capacity(2) Doubled YoY

Coverage InnovationMultiple e-commerce intercontinental charter flights

China-Europe Railway ExpressNotes: 1. As of June 30, 2019. 2. The packages handled by Cainiao Customs Clearance system on 2018’s 11.11 Global Shopping Festival versus the volume on 2017’s 11.11 Global Shopping Festival.

Services Coverage 220+ Countries and Regions(1)

Integrated logistics services 200+ Cainiao partners(1)

Capacity

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More…Network Developments

Global Supply Chain

Largest bonded warehouse network in China

20%+ delivery time improvement(1)

Bonded Warehouses First Mile Pickup Overseas Warehouses

Expanded first mile pickup network toover 33 countries and 142 ports(2)

Fulfillment services offered in Russia, France, Spain, Malaysia, Australia, etc.

Notes: 1. In March 2019 versus March 2018. 2. As of August 31, 2019.

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Logistics Infrastructure

Logistics Technology

Logistics Parks

Green Logistics

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Hong KongLiège

Moscow

Bangkok

Kuala Lumpur

Hangzhou

Dubai

From China to World

From Alibaba China Retail Marketplaces to More

Diversified Access to Financing

Logistics Infrastructure Serving Alibaba Ecosystem and More

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IoT in Cainiao

Cainiao Lemo

Unmanned Vehicles in Logistics Parks

Unmanned Vehicles on College Campuses

Automated Guided Vehicles

Mailing Machines

High-speed Scanners

Drones

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Green Initiatives

Cainiao Green Alliance

More… Digitalized E-shipping Labels

In-station Box Recycling

Package Material Optimization Algorithm

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Cainiao’s Mission24 Hours Delivery Anywhere in China 72 Hours Delivery

Anywhere Globally

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